-40.2%
MDB vs PAYC
-51.4%
+11.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.0% |
| 7D | -1.0% | -9.5% | +8.5% | +5.8% |
| 30D | -14.0% | +2.5% | -16.5% | -16.3% |
| 3M | -20.3% | +11.7% | -32.0% | -27.1% |
| 6M | +10.9% | +74.6% | -63.8% | -29.5% |
| YTD | -20.9% | +50.4% | -71.3% | -44.5% |
| 1Y | -11.2% | +44.0% | -55.2% | -36.0% |
| 3Y | -11.9% | +42.5% | -54.4% | -40.8% |
| 5Y | -40.2% | -50.3% | +10.1% | +39.9% |
| All | -40.2% | -51.4% | +11.2% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling